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  Name: Chicago Wealth Management Inc.
  City: CHICAGO
  State: IL
  Zip: 60540
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $146,324,000
  Total Value Change : $19,396,000
  Securities Held Change : 4
   
All Securities Held : 44
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 11
  Unchanged Positions : 12
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 5 New $220.70 $9,219,000 16,003 6.3% 9,219,000 16,003 0.133    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 12 New $336.86 $5,756,000 18,985 3.93% 5,756,000 18,985 0.007    Closed - End Fund - E...
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 16 New $50.30 $4,822,000 91,962 3.3% 4,822,000 91,962 0.025    Closed - End Fund - E...
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 37 New $0.00 $282,000 4,055 0.19% 282,000 4,055 0.004    N/A
   (WTFC)1 Year Chart         WTFC Wintrust Financial Corp 44 New $101.68 $200,000 2,161 0.14% 200,000 2,161 0.004    Domestic Regional Banks

      5 Records Found
  1    
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